| Thurston, Springer, Miller, Herd & Titak, Inc. | 60 | $3.15K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 59 | $3.09K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 59 | $3.09K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 57 | $2.99K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 57 | $2.99K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 56 | $2.94K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 56 | $2.94K | 0.00% | +56 | New |
| JDM Financial Group LLC | 52 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 53 | $2.72K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 50 | $2.62K | 0.00% | +50 | New |
| Allied Private Wealth LLC | 49 | $2.57K | 0.00% | +49 | New |
| Nvest Wealth Strategies, Inc. | 48 | $2.52K | 0.00% | −6−11.1% | Reduced |
| Strategic Investment Solutions, Inc. | 47 | $2.46K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 46 | $2.42K | 0.00% | +46 | New |
| Pin Oak Investment Advisors Inc | 33 | $2.00K | 0.00% | +33 | New |
| CKW Financial Group | 33 | $2.00K | 0.00% | +33 | New |
| Valued Wealth Advisors LLC | 37 | $1.96K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 35 | $1.83K | 0.00% | +35 | New |
| Elevated Capital Advisors, LLC | 34 | $1.78K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 32 | $1.71K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 32 | $1.68K | 0.00% | +32 | New |
| Caldwell Trust Co | 30 | $1.57K | 0.00% | +30 | New |
| Westfuller Advisors, LLC | 28 | $1.48K | 0.00% | −13−31.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 24 | $1.26K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 24 | $1.26K | 0.00% | +24 | New |
| Fairman Group, LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 19 | $996 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 18 | $944 | 0.00% | +18 | New |
| Breakwater Investment Management | 18 | $944 | 0.00% | +18 | New |
| Monetary Solutions, Ltd | 17 | $891 | 0.00% | +17 | New |
| Marshall Investment Management, LLC | 16 | $839 | 0.00% | +16 | New |
| Noble Wealth Management PBC | 16 | $839 | 0.00% | +16 | New |
| Cordant, Inc. | 15 | $784 | 0.00% | +15 | New |
| Kingdom Financial Group LLC. | 13 | $681 | 0.00% | −23−63.9% | Reduced |
| Danske Bank A/S | 11 | $577 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9 | $458 | 0.00% | −3,561−99.7% | Reduced |
| Rakuten Securities, Inc. | 6 | $315 | 0.00% | +1+20.0% | Added |
| Wolff Wiese Magana LLC | 4 | $210 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $158 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 3 | $157 | 0.00% | −33−91.7% | Reduced |
| Stone House Investment Management, LLC | 3 | $157 | 0.00% | +3 | New |
| Private Wealth Management Group, LLC | 2 | $105 | 0.00% | +2 | New |
| Hara Capital LLC | 0 | $61 | 0.00% | −134−100.0% | Reduced |
| Robinson Value Management, Ltd. | 1 | $52 | 0.00% | −53,989−100.0% | Reduced |
| High Note Wealth, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 1 | $48 | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 372 | – | – | +372 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −5,518,433−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,210,746−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −311,292−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −66,800−100.0% | Sold out |
| Hamilton Wealth, LLC | 0 | $0 | 0.00% | −65,189−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −60,200−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −30,759−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −28,800−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −21,626−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −19,806−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −10,261−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −8,471−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,425−100.0% | Sold out |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −8,212−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −8,183−100.0% | Sold out |
| Chapin Davis, Inc. | 0 | $0 | 0.00% | −7,988−100.0% | Sold out |
| Alvarez & Marsal Private Wealth Partners, LLC | 0 | $0 | 0.00% | −7,465−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,301−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −6,520−100.0% | Sold out |
| Potentia Wealth | 0 | $0 | 0.00% | −5,725−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −4,958−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −4,842−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −4,649−100.0% | Sold out |
| Pathfinder Wealth Consulting, Inc. | 0 | $0 | 0.00% | −4,647−100.0% | Sold out |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −4,597−100.0% | Sold out |
| Investment Partners Asset Management, Inc. | 0 | $0 | 0.00% | −4,564−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −4,549−100.0% | Sold out |
| OneAscent Family Office, LLC | 0 | $0 | 0.00% | −4,541−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −4,471−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −4,379−100.0% | Sold out |
| Lifeworks Advisors, LLC | 0 | $0 | 0.00% | −4,260−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −3,986−100.0% | Sold out |
| Everest Financial Group LLC | 0 | $0 | 0.00% | −4,081−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −4,067−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,962−100.0% | Sold out |
| Eads & Heald Wealth Management | 0 | $0 | 0.00% | −3,971−100.0% | Sold out |
| Vista Investment Partners II, LLC | 0 | $0 | 0.00% | −3,855−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −3,847−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −3,804−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −3,802−100.0% | Sold out |
| Traveka Wealth, LLC | 0 | $0 | 0.00% | −3,769−100.0% | Sold out |
| Klingenstein Fields & Co LP | 0 | $0 | 0.00% | −3,731−100.0% | Sold out |
| Collaborative Fund Advisors, LLC | 0 | $0 | 0.00% | −3,731−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −3,693−100.0% | Sold out |
| CacheTech Inc. | 0 | $0 | 0.00% | −3,703−100.0% | Sold out |
| Steadtrust LLC | 0 | $0 | 0.00% | −3,701−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Entelevest, LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Old North State Wealth Management, LLC | 0 | $0 | 0.00% | −3,689−100.0% | Sold out |
| Financial Advisory Service, Inc. | 0 | $0 | 0.00% | −3,683−100.0% | Sold out |
| SPWM Advisors LLC | 0 | $0 | 0.00% | −3,965−100.0% | Sold out |